We are live on ! Find out more
VTR icon

Ventas
VTR

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
726
Centerpoint Advisors
Massachusetts
$2K – – –
CF
727
Conquis Financial
California
$1.94K +$2.07K +33 New
AEPWM
728
Atlantic Edge Private Wealth Management
Florida
$1.83K – – –
FMP
729
Financial Management Professionals
Texas
$1.71K – – –
CA
730
Continuum Advisory
Idaho
$1.65K – – –
HWP
731
Highline Wealth Partners
California
$1.59K +$251 +4 +17%
LFG
732
Larson Financial Group
Missouri
$1.53K +$1K +16 +160%
WA
733
WPG Advisers
Maryland
$1.53K +$1.63K +26 New
CIAS
734
CBIZ Investment Advisory Services
Ohio
$1.42K +$1.51K +24 New
TSMHT
735
Thurston Springer Miller Herd & Titak
Indiana
$1.41K -$45.2K -720 -97%
HWM
736
HighMark Wealth Management
Minnesota
$1.21K – – –
FGC
737
Financial Gravity Companies
Texas
$1.18K – – –
CWP
738
Clark Wealth Partners
Illinois
$1.12K +$1.19K +19 New
NC
739
NewSquare Capital
Pennsylvania
$1.12K +$1.19K +19 New
RPA
740
Redwood Park Advisors
California
$1.12K +$1.19K +19 New
HWM
741
Hemington Wealth Management
Virginia
$1K – – –
SFCL
742
Strengthening Families & Communities LLC
Massachusetts
$1K – – –
MA
743
MCF Advisors
Kentucky
$943 – – –
RTC
744
Riverview Trust Company
Washington
$883 – – –
SAM
745
Synergy Asset Management
Washington
$834 +$817 +13 New
CSWM
746
Cassady Schiller Wealth Management
Ohio
$766 +$817 +13 New
PWA
747
Physician Wealth Advisors
Utah
$648 +$691 +11 New
NL
748
NVWM LLC
Pennsylvania
$589 – – –
PWA
749
Principia Wealth Advisory
Texas
$589 +$628 +10 New
WCM
750
WealthTrak Capital Management
Virginia
$589 +$628 +10 New
28 29
30
31 32